Client Operations Associate

Client Operations AssociateThe Client Operations Associate at Great Waters Financial is responsible for executing essential account-related tasks with precision, ensuring smooth operations across a variety of financial processes. This role does not involve direct client communication but plays a critical part in supporting the client experience by managing paperwork, executing money movement and account maintenance activities, and owning client operational cases from start to finish.Key Responsibilities:Paperwork Prep and Submission:Prepare account-related paperwork accurately and in accordance with firm and custodian requirements.Submit completed paperwork through the appropriate channels and confirm receipt and processing.Track paperwork status through completion and follow up on any items requiring correction or additional information.Money Movement and Account Maintenance Execution:Execute client requests for money movement, including Roth conversions and distributions.Submit checks and process transfers between custodians.Process account maintenance updates, including address, beneficiary, and contact information changes.Ensure all money movement and account maintenance activity is completed accurately, within firm timelines, and in compliance with custodian requirements.Client Case and Process Ownership:Own and manage client operational cases from intake through resolution.Monitor open cases to ensure timely follow-through and proactive communication and collaboration with internal teams and external custodians.Maintain organized, accurate case records within the firm's systems.Requirements:Strong organizational skills with a high attention to detail.Ability to work independently, prioritize effectively, and meet deadlines.Basic understanding of financial services, account maintenance, and custodian processes.Comfort working across firm technology platforms, including Salesforce and custodian portals.You Are:Detail oriented with a high level of accuracy.A self-starter with a strong sense of ownership and a desire to learn the business.Passionate about solving problems and supporting the delivery of an exceptional client experience.Able to juggle multiple priorities at once while meeting competing deadlines.Collaborative and comfortable working closely with others in a team environment.An effective communicator with the ability to partner internally across teams.Benefits SnapshotAt Great Waters, we care about supporting our employees both inside and outside of work. We offer a well-rounded benefits package designed to support your health, financial well-being, and overall quality of life.Our benefits include:Medical, Dental, and Vision insuranceA 401(k) retirement plan with an employer matching scheduleEmployer-provided Health Savings Account (HSA)Life Insurance and Accidental Death & Dismemberment (AD&D) coverageLong-Term Disability insuranceA free Estate Plan through Great Waters servicesAn annual wellness stipend to support physical and mental well-beingVacation Time, Sick Time, and 10 paid company holidaysEligibility for a discretionary annual bonus based on individual and company performancePay Transparency StatementThe salary range for this role is $50,000-$63,000 annually. This position is eligible for a discretionary annual bonus based on individual and organizational performance. Great Waters offers a comprehensive benefits package, details of which are outlined above.Salary Description $50,000-$63,000